Benefit Specialist - Insurance Advisory Solutions

Baldwin Group Colleague, Inc.; United States; Remote; USD 40,000 - 62,000; Full time

Job summary

The Baldwin Group seeks a Benefit Specialist to assist benefit clients’ employees with questions about benefits, claims advocacy, enrollment support, and communications, as Tier 1 ECC support. The role interfaces with HR and aims for accurate, timely service for small group accounts.

You will handle enrollment, benefit administration, and daily ECC call and email support while building strong relationships with carrier partners and staying aligned with company values.

Qualifications

• Minimum 1 year of call center experience or experience working in Employee Benefits handling client issues.
• Licenses: Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.

Responsibilities

• Maintains timeliness and completeness when interacting with clients and partners to minimize errors.
• Documents all activity in the online client file for quality and responsiveness.
• Provides prompt, efficient, high-quality service to designated small group accounts (less than 10 lives).
• Interacts with HR as main point of contact.
• Processes benefit administration as needed.
• Provides enrollment support.
• Provides Tier 1 ECC support via call center for ECC accounts.
• Provides Tier 1 ECC email support for ECC accounts.
• Escalates Claims Advocacy for clients.
• Cultivates relationships with insurance company partners.
• Knows carrier requirements and attributes.
• Identifies opportunities to improve firm processes.
• Brings issues to appropriate leadership.

Skills

Presentation skills

Benefits knowledge

Communication

Multi-tasking

Team collaboration

Culture fit

Job description

The Benefit Specialist assists benefit clients’ employees with questions regarding benefits, claims advocacy, enrollment support, and communications via phone and email as Tier 1 ECC support.

PRIMARY RESPONSIBILITIES

• Maintains a concern for timeliness and completeness when interacting with clients, firm and insurance company partners to minimize potential for errors and omissions claims.
• Documents all activity in on-line client file to ensure quality and responsiveness.
• Personally, provides prompt, efficient, high-quality service to designated small group accounts (less than 10 lives).
• Interacts with HR as main point of contact.
• Processes benefit administration as needed.
• Provides enrollment support.
• Provides daily (Tier 1) Employee Care Center Call Center Support for ECC accounts.
• Provides daily (Tier 1) Employee Care Center email support for ECC accounts.
• Provides escalated Claims Advocacy for clients.
• Cultivates strong relationships with insurance company partners.
• Is responsible for knowing carrier requirements and attributes.
• Looks for opportunities to improve the firm, business segment and processes.
• Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES

• Effective presentation skills in both verbal and written communications.
• The ability to learn benefits and grow in product knowledge.
• The ability to apply knowledge and experience to explain benefits to members in clear and relatable terms.
• Capable of multi-tasking and prioritizing workloads while adhering to deadlines.
• The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows.
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.

EDUCATION & EXPERIENCE

At least 1 year of call center experience and/or experience working in Employee Benefits, with an emphasis on handling client issues.

• Certification(s): None required; None preferred
• License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred

IMPORTANT NOTICE

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.